Gabriel Shahin

Chief Executive Officer at Falcon Wealth Planning, Inc.

Finance

Consumer Services

Profile

Gabriel Abraham Shahin has founded Falcon Wealth Planning, Inc. in 2015, where he currently holds the title of Chief Executive Officer.
In his former job, he worked as an Investment Consultant at TD Ameritrade Investment Management LLC from 2010 to 2014.
Mr. Shahin has an undergraduate degree and an MBA from Arizona State University.

Gabriel Shahin active positions

Companies	Position	Start
Falcon Wealth Planning, Inc. Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities.	Chief Executive Officer	28/02/2015

All active positions of Gabriel Shahin

Former positions of Gabriel Shahin

Companies	Position	End
TD Ameritrade Investment Management LLC TD Ameritrade Investment Management LLC Investment ManagersFinance TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele.	Consultant / Advisor	31/03/2014

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Training of Gabriel Shahin

Arizona State University

Masters Business Admin

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Linked companies

Private companies	2
Falcon Wealth Planning, Inc. Falcon Wealth Planning, Inc. Investment ManagersFinance Falcon Wealth Planning, Inc. (Falcon Wealth) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Ontario, California. The firm was founded in 2015 and is principally owned by The Falcon Family Revocable Living Trust. Falcon Wealth provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or business entities.	Finance
TD Ameritrade Investment Management LLC TD Ameritrade Investment Management LLC Investment ManagersFinance TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele.	Finance